Effective Wealth Management Service

There are times during our busy lives where we are unable to take care of all of our assets and investments. When our portfolios grow too big for us to keep in complete working order, we can find ourselves struggling to keep on top of where our money’s going and what it’s doing.

At Burton and Fisher we understand the importance of keeping your investments under control, that’s why we offer our clients with substantial assets and investments a tailor-made, comprehensive wealth management service to help you maintain and control your portfolios with ease.

How Can Our Ongoing Independent Financial Planning Service Help You?

When it comes to taking care of your portfolios we understand the need to know exactly what’s going on at all times. To ensure your trust is not wasted, we’ve created a completely personalised service to allow you to speak to a person, not a robot.

Our wealth management service offers your very own personal advisor, available to answer any and all questions by phone whenever you have a question. With your very own personal advisor you get to know the person taking care of your portfolios. Regular face-to-face reviews of your portfolios on an annual basis, every 6 months, or whenever you require them grants unprecedented control over the easy management of your assets and investments without any stress.

What Can We Do For You?

When you have little time on your hands it’s important to know that your investments and assets are in good hands without removing you from the overall picture. We want to help remove the stress of managing your portfolios whilst keeping you informed and helping you achieve the goals you want.

With this in mind, our personal wealth management service allows you to set your own risk boundaries, while informing us of your desired objective allows our discretionary fund manager to create and maintain your portfolio in order to successfully reach your goals.

With our tailor-made service you are able to benefit from:

Tax planning and trust advice

Full colour portfolio performance reports

24/7 access to your portfolio online

Assistance with trust and personal tax returns

Offering a range of personal financial planning in Lancaster, we’re able to give you accurate, expert advice on all of your financial issues. We aim to help ease stress and give you back as much of your personal time as we can. If you’d like to know more about our services, don’t hesitate to contact us today on 01524 416872. Don’t forget to like and follow us on Facebook, Twitter and LinkedIn too, for up-to-date information on the financial world!

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This form collects your name, email, phone numbers and your message so that one of our team can communicate with you and provide assistance. Please check our Privacy Policy to see what we'll do with your information.